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Why work with VitalityInvest

This site is for UK investment professionals only. If you're not an investment professional, please find out more about us at vitality.co.uk.

Work with us to change the world of investment

Our unique plans and features can help your clients live longer, healthier, more financially secure lives. When your clients save for longer, we’ll boost their savings; when they look after their health, we’ll charge less to invest; and when they manage their income in drawdown, we’ll add to their retirement savings. 

It’s not just your clients who benefit from our plans. Our shared value model rewards you, too. See how VitalityInvest can boost your business.

In partnership with Investec Asset Management (Investec) and Vanguard – two of the world’s leading investment managers – we offer your clients Vitality funds for a range of risk profiles, objectives and investment styles. We also offer access to over 300 third-party funds from over 40 leading fund managers1, aiming to cover popular and well-known funds.

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How we're constructed around you and your clients' needs

  • Value

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    Market-leading charging structure with the potential to pay zero product charge for the life of the plan 

  • Fund range and performance

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    Designed for a wide range of clients with a track record of delivering performance in line with clients’ expectations

  • Technology

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    State-of-the-art digital hub and model portfolio functionality, without the constraints of legacy systems

  • Adviser support

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    Wide Business Consultant footprint, technical experts and dedicated operations teams

Experts in shared value

We incentivise people to make positive lifestyle choices by bringing together savings and wellness. Our investment products incentivise people to save sooner, invest for longer, manage their income drawdown and take steps to look after their health. 

For your clients, this could add up to greater financial longevity and better long-term health to enjoy it.

You increase client loyalty and value. Your clients are more likely to recommend you too.

For us, the longer your clients invest, the more we can share what we earn back with them. And society also benefits from a healthier, more financially secure population.

We call this offering shared value, where everyone wins.
Learn more about shared value

Funds to meet your clients' investment needs

An investment proposition is only as good as the funds behind it. That’s why we’ve partnered with two world leading investment managers – Investec and Vanguard – to build our range of Vitality funds. 

The range caters for a variety of client objectives, risk profiles and investment styles. Whether your clients want to invest for five years or 25, whether they’re looking to maximise growth, consolidate pension pots, generate an income in retirement, or manage risk, our funds make it easy for you to help them.

Plus, we offer a wider selection of complementary funds from over 40 leading fund managers.
Explore our funds

State-of-the-art Adviser Hub

To help you – and your clients – make the most of VitalityInvest, we’ve invested in a state-of-the art digital hub, created from the ground up without the constraints of legacy systems. Onboard and service your clients through our fast and secure interface that works seamlessly with all devices – desktops, smartphones or tablets.

It also has features like personalised dashboards, the ability to create illustrations in less than a minute and a suite of notifications to help you work more efficiently. So you spend less time on client admin and get back to what’s important, helping your clients.
See all Adviser Hub features

Adviser support

Over 150 UK-wide Business Consultants2
✓ Providing one-to-one support face-to-face, telephonically or online

Investment Specialists
 
Available to help you navigate our plans and funds

Dedicated operation consultants

 Dedicated contact to take invest related queries
 Queries received by 4pm will get a same day response 
 Investment Operations Certificate level 3 qualified and on average have 7.2 years of experience3 
 On-site adviser visits available for training and demos 

Technical experts
✓ 
Available to help around the complexities of legislation, tax rules, trusts, pension transfers and crystallisation events

Literature and Tools

We have a wide range of VitalityInvest tools, calculators, sales aids and guides available to support you.

  • VitalityInvest Literature

    Access our sales aids and guides that explain how our proposition works and demonstrate the extra value it provides.

  • Calculators and tools

    Access our tools to show your clients how they can live a longer healthier, more financially secure life.

  • Daily bulk valuation services

    See your clients' portfolios in one place. Firms can register to receive daily valuations for plans invested with us.

Follow us on social media

Follow us on our adviser social media channels to stay up to date with everything happening in the world of Vitality

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or call 0800 096 4368

Lines are open (freephone)
Monday to Thursday: 8am - 9pm
Friday: 8am - 7pm
Saturday: 9am - 5pm
Sunday: closed

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1. August 2019, VitalityInvest Technical Marketing 
2. August 2019, VitalityInvest Franchise Operations Team
2. August 2019, VitalityInvest Operations Team

“Vanguard” is a trade mark of The Vanguard Group, Inc., and has been licensed for use by Vitality Life Limited.  The VitalityInvest Risk Optimiser funds are not sponsored, endorsed, sold, or promoted by The Vanguard Group, Inc. or Vanguard Asset Management, Limited and they make no representation regarding the advisability of investing in the funds.